Pearce Services, LLC's EIN is 46-5721882.
Download the official 2024 Form 5500 (PDF) for Pearce Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pearce Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL COUNSELING RESOURCES, LLC | 33-0843823 | — | NONE | $67K | — |
| CHARLES SCHWAB | 42-1558009 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Total Stock Mkt Idx | Common Collective Trusts | — | — | $14.4M | 42.9% | |
| Vanguard Tot Bd Mkt Idx Adm | Common Collective Trusts | — | — | $6.4M | 19.2% | |
| Fidelity International Index | Mutual Funds | — | — | $4.3M | 12.7% | |
| Standard Stable Asset D | Other securities | — | — | $4.0M | 12.0% | |
| Participant loans | Participant loans | — | $0 | $1.1M | 3.3% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $678K | 2.0% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $610K | 1.8% | |
| Vanguard EmergMktStkIdx Adm | Mutual Funds | — | — | $544K | 1.6% | |
| Janus Hend Glb Tech & Innv I | Mutual Funds | — | — | $491K | 1.5% | |
| Fidelity Multi Asset Index | Mutual Funds | — | — | $194K | 0.6% | |
| Vanguard Dev Mkts Index Adm | Mutual Funds | — | — | $107K | 0.3% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $102K | 0.3% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $101K | 0.3% | |
| American Funds New Perspctv R6 | Mutual Funds | — | — | $75K | 0.2% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $57K | 0.2% | |
| T.Rowe Price Health Sci-T | Other securities | — | — | $56K | 0.2% | |
| Vanguard Mid Cap Val Idx Adm | Common Collective Trusts | — | — | $42K | 0.1% | |
| Invesco Gold & Spcl Mnrls R6 | Mutual Funds | — | — | $36K | 0.1% | |
| Fidelity Advisor Sm Cp Gr I | Mutual Funds | — | — | $34K | 0.1% | |
| Vanguard Tot Wld Stk Idx Adm | Common Collective Trusts | — | — | $33K | <0.1% | |
| PIMCO Income Instl | Mutual Funds | — | — | $30K | <0.1% | |
| PGIM High Yield R6 | Other securities | — | — | $28K | <0.1% | |
| American Funds Amer Balancd R6 | Mutual Funds | — | — | $27K | <0.1% | |
| Columbia Sm Cap Idx Instl 2 | Common Collective Trusts | — | — | $16K | <0.1% | |
| JHancock Bond R6 | Other securities | — | — | $15K | <0.1% | |
| Cohen & Steers Instl Realty | Other securities | — | — | $13K | <0.1% | |
| American Century SmCpVal R6 | Other securities | — | — | $12K | <0.1% | |
| American Funds SMALLCAP Wld R6 | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Wellesley Inc Adm | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Int T Trs Idx Adm | Common Collective Trusts | — | — | $3K | <0.1% | |
| Cash in investment account | Cash / Money Market | — | — | $275 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
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